LASHLEY WEALTH MANAGEMENT INC.
Legal name: LASHLEY WEALTH MANAGEMENT
CRD #328154 SEC #801-128825 SARASOTA, FL 913 338-2400
SEC Registered
Total AUM
$61.8M
Discretionary
$61.8M
Employees
1
Clients
--
Accounts
125
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $61.8M | $61.8M | $0 | 1 | 5 |
| Jun 2024 | $70.4M | $61.8M | $8.7M | 1 | 5 |
| Jun 2024 | $70.4M | $61.8M | $8.7M | 1 | 5 |
| Jun 2024 | $70.4M | $61.8M | $8.7M | 1 | 5 |
| Jun 2024 | $70.4M | $61.8M | $8.7M | 1 | 5 |
| May 2024 | $70.4M | $61.8M | $8.7M | 1 | 5 |
| May 2024 | $70.4M | $61.8M | $8.7M | 1 | 5 |
| May 2024 | $70.4M | $61.8M | $8.7M | 1 | 5 |
| Apr 2024 | $70.4M | $61.8M | $8.7M | 1 | 5 |
| Apr 2024 | $70.4M | $61.8M | $8.7M | 1 | 5 |
| Apr 2024 | $70.4M | $61.8M | $8.7M | 1 | 5 |
| Mar 2024 | $71.7M | $64.7M | $7M | 1 | 0 |
| Oct 2023 | $0 | $0 | $0 | 1 | 0 |
| Oct 2023 | $0 | $0 | $0 | 1 | 0 |
| Oct 2023 | $0 | $0 | $0 | 1 | 0 |
| Oct 2023 | $0 | $0 | $0 | 1 | 0 |
| Oct 2023 | $0 | $0 | $0 | 1 | 0 |
| Oct 2023 | $0 | $0 | $0 | 1 | 0 |
| Sep 2023 | $0 | $0 | $0 | 1 | 0 |
DateJul 2024
Total AUM$61.8M
Discretionary$61.8M
Non-Disc.$0
Employees1
Clients5
DateJun 2024
Total AUM$70.4M
Discretionary$61.8M
Non-Disc.$8.7M
Employees1
Clients5
DateJun 2024
Total AUM$70.4M
Discretionary$61.8M
Non-Disc.$8.7M
Employees1
Clients5
DateJun 2024
Total AUM$70.4M
Discretionary$61.8M
Non-Disc.$8.7M
Employees1
Clients5
DateJun 2024
Total AUM$70.4M
Discretionary$61.8M
Non-Disc.$8.7M
Employees1
Clients5
DateMay 2024
Total AUM$70.4M
Discretionary$61.8M
Non-Disc.$8.7M
Employees1
Clients5
DateMay 2024
Total AUM$70.4M
Discretionary$61.8M
Non-Disc.$8.7M
Employees1
Clients5
DateMay 2024
Total AUM$70.4M
Discretionary$61.8M
Non-Disc.$8.7M
Employees1
Clients5
DateApr 2024
Total AUM$70.4M
Discretionary$61.8M
Non-Disc.$8.7M
Employees1
Clients5
DateApr 2024
Total AUM$70.4M
Discretionary$61.8M
Non-Disc.$8.7M
Employees1
Clients5
DateApr 2024
Total AUM$70.4M
Discretionary$61.8M
Non-Disc.$8.7M
Employees1
Clients5
DateMar 2024
Total AUM$71.7M
Discretionary$64.7M
Non-Disc.$7M
Employees1
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0